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Portfolio (Quarterly) Guide ↗

Centennial Bank/AR/

· CIK 0001994744
13F Portfolio $311M AUM 341 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 341 New
Page 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TEL Te Connectivity Plc Registered Shares Technology 75.0 $15K 0.01% NEW $201.61 +0.8%
282 IBB iShares Biotechnology ETF 75.0 $14K 0.01% NEW $190.19 +11.2%
283 JCI Johnson Controls International PLC Industrials 90.0 $13K 0.00% NEW $146.11 -5.1%
284 SYY Sysco Corp Consumer Defensive 155.0 $13K 0.00% NEW $83.58 -1.3%
285 USB US Bancorp Financial Services 206.0 $12K 0.00% NEW $60.40 +3.5%
286 KMI Kinder Morgan Inc Class P Energy 369.0 $12K 0.00% NEW $31.97 +0.4%
287 MFC Manulife Financial Corp Financial Services 285.0 $12K 0.00% NEW $40.51 +5.9%
288 Q Qnity Electronics Inc Technology 71.0 $12K 0.00% NEW $162.15 -27.8%
289 AMT American Tower Corp REIT Real Estate 70.0 $11K 0.00% NEW $163.57 +6.0%
290 TSN Tyson Foods Inc Consumer Defensive 200.0 $11K 0.00% NEW $57.25 -1.7%
291 ARI Apollo Commercial Real Estate Finance, Inc. Real Estate 1,000.0 $11K 0.00% NEW $10.68 -35.9%
292 NTRS Northern Trust Corp Financial Services 60.0 $10K 0.00% NEW $173.83 +5.9%
293 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 153.0 $10K 0.00% NEW $67.56 -2.7%
294 NOW Servicenow, Inc. Technology 100.0 $10K 0.00% NEW $99.28 +37.7%
295 BDX Becton Dickinson & Co. Healthcare 65.0 $10K 0.00% NEW $151.32 +25.6%
296 CARR Carrier Global Corp Industrials 133.0 $10K 0.00% NEW $73.35 -21.5%
297 GSK GSK PLC Healthcare 164.0 $9K 0.00% NEW $52.42 -4.0%
298 VBR Vanguard Small Cap Value Index ETF 35.0 $9K 0.00% NEW $243.00 +1.1%
299 SCHW Charles Schwab Corp Financial Services 92.0 $8K 0.00% NEW $92.27 +18.2%
300 MTB M&T Bank Corp Financial Services 35.0 $8K 0.00% NEW $238.00 -1.0%
Page 15 of 18  ·  341 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.9%
Technology 27.2%
Consumer Defensive 7.4%
Healthcare 7.1%
Consumer Cyclical 6.6%
Utilities 5.5%
Energy 5.5%
Industrials 4.9%
Basic Materials 2.4%
Communication Services 1.8%